Axis Capital Holdings Ltd. (AXS)
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- General Discussion on AXS
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- Property and Casual Insurers, and Reinsurers Are Getting Cheap [view article]
- Russell 1,000 Stocks Closest to 52-Week Highs and Lows [view article]
- 1Q07 Insurance Earnings: What's Working, What's Not (Part IV) [view article]
- Profiting from Non-Hurricanes [view article]
loading ...Recent AXS Articles
- Property and Casual Insurers, and Reinsurers Are Getting Cheap
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
- Russell 1,000 Stocks Closest to 52-Week Highs and Lows
- Russell 1,000 Stocks With the Lowest PE/Growth Ratios
- 1Q07 Insurance Earnings: What's Working, What's Not (Part IV)
- Insurance Stocks: Blowout Season Still Leaves Room for Upside -- Barron's
- Profiting from Non-Hurricanes
- Full List of Articles »
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Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Hey guy........where is WaMu ? Every portfolio needs a solidfinancial.
Mr. Nygren Reply
Jacome
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply2020
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
This looks like a dartboard. Pick 3 sector ETFs, 3 little followed stocksand sleep better at night. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
YOU HAVE TO MANY STOCKS TO FOLLOW.ALL YOU NEED IS SOMETHING LIKE THESE.
CHK / CSCO / EMC / FCX / GE / HAL / IPI / MON / MRVL / MSFT / RIMM / T / TEVA / V / WB / YUM.
JUST 16 STOCKS TO FOLLOW.
THEN YOU CAN DO YOUR HOMEWORK ON EACH . Reply
Property and Casual Insurers, and Reinsurers Are Getting Cheap [view article]
I recently did some work on ALL, HIG, AIG, CINF and CB, from what I could see all of them traded at a P/B of 1.5 or better every year for the past ten. So, buying them at a P/B of around 1 should give you a 50% increase within 2 or 3 years.Not too shabby.
Tom Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many.zero value added. Reply
Property and Casual Insurers, and Reinsurers Are Getting Cheap [view article]
is a casual insurer one on vacation or out of a job? ReplyWendling
Property and Casual Insurers, and Reinsurers Are Getting Cheap [view article]
Add to this the following two facts,first about 8000 homes are being foreclosed on daily and, two that their is major manipulation of the stocks price by internal forces who control it and you have the makings of an issue headed for single digit prices before all is said and done. For more information on the internal forces at work on this issue click on my site and read the documentation and also my reviews of this stock.Richard Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Hi David,i have no idea how you pick stocks, what is your method? However, i see you have 3 companies in your list that i am long on, FTEK, FSR and FAST. I would like for you to check out ISLN, EXBD and MKL Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
If that is your replacement list can we see the rest of what you currently own. At first glance it seems like you may toss the majority of your energy, financials, and tech holdings. Can we get a sector percentage to give some clarification? Here I will make your task much easier, stocks on your list I would hang on to would include: AA, AYR, BDK, BKS, CBI, CMI, COMS, CPB, CSCO, DD, DRYS, DUK, FCX, FTO, HELE, HNZ, HOC, HON, IPSU, IR, JCI, KCI, KMX, NVS, OSK, PAYX, PPC, PPG, PRU, RTN, SNY, TSO, TTC, TXT, VE, VZ, WAG, WY. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
David, it's nice to hear you are in agreement. Actually, I have been in dry-bulk for a while, and bought NM because they bought a port terminal with grain silos in Uruguay. Its heavily asset-based, even if heavily leveraged, but I favor asset based equities. The Uruguay purchase, and they are keeping the previous owners on-board, is another key factor that really sets NM apart from the other dry-bulk shippers. BTW - I invest only in dry-bulk. Less risk of environmental disasters than tankers.On Jul 07 10:04 AM David White wrote:
> NM is a good bet. It has excellent value. It has an extremely low
> PE and FPE. It also has an excellent Price to Book value ratio. Further
> it has both a new fleet in South America (for the river traffic mostly)
> which is supposed to begin adding 35% to EBITDA beginning in the
> 4th quarter of this year. It got pushed further downward in the recent
> market move in that direction, so it is an excellent buy now. Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
No value to me, completely useless in it's present form. ReplyReplacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
very silly article-no value unless some has a week of time to review. Reply